Shabana Asif
Shabana Asif is a registered investment advisor at Level Four Advisory Services, based in Auburndale, FL, with 14 years of industry experience. Shabana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
Auburndale, FL
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Regulatory History (1)
Criminal
November 1996Other Business ActivitiesSells Insurance
Shabana is an independent insurance agent at Level Four Insurance Agency since October 2024. This activity is not investment related.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Proequities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.